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Disclosery

Frisch Financial Group, Inc.: FMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frisch Financial Group, Inc. on FMB, newest first. How the timeline and the estimate are built.

Frisch Financial Group, Inc. held 228,347 FMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,347 shares
    Change vs previous 13F +8,207 shares

    2.01% of the 13F portfolio, value $11,729,570.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 220,140 shares
    Change vs previous 13F -76,247 shares

    2.33% of the 13F portfolio, value $11,152,304.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 296,387 shares
    Change vs previous 13F +8,374 shares

    3.4% of the 13F portfolio, value $15,155,756.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 288,013 shares
    Change vs previous 13F +75,648 shares

    3.4% of the 13F portfolio, value $14,602,713.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 212,365 shares
    Change vs previous 13F +6,669 shares

    2.59% of the 13F portfolio, value $10,580,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 205,696 shares
    Change vs previous 13F +282 shares

    2.91% of the 13F portfolio, value $10,372,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 205,414 shares
    Change vs previous 13F +735 shares

    3.17% of the 13F portfolio, value $10,478,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 204,679 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $10,635,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).